CHARLOTTE, NC, United States of America
17 hours ago
Corporate Banking Analyst - Sponsors Portfolio Management

About this role:

Wells Fargo is seeking a Corporate Banking Analyst to join our Sponsor Portfolio Management team. This team partners with our Financial Sponsors Group, Leverage Underwriting, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support. 

Learn more about our career areas and lines of business at wellsfargojobs.com.


In this role, you will:

Support more senior staff with financial and credit analysis for assigned portfolio of portfolio companies with Sponsor ownershipPerform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely and accurate monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolioPartner with senior portfolio managers on final credit memos, ncino and loan documentationPrepare discussion material for internal presentations with leadership and risk partnersSupport client needs related to credit and related products such as interest rate swaps, fx and operating exposureComplete ad-hoc borrower and/or portfolio analysisPreparation of annual reviews, status updates, watch list updates, etcAssist senior portfolio managers with portfolio reviews and portfolio reportingAdherence to credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendationsCollaborate and consult with peers, internal partners and stakeholders and senior bankersComplete periodic professional development training as scheduled


Required Qualifications:

6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

6+ months of CIB Portfolio Management experience, experience with leveraged lending, experience with Sponsor Portfolio management Basic understanding of investment banking and corporate banking, including Capital Markets, M&A, and loan underwritingStrong grasp of credit skills, financial accounting and financial modelingDemonstrated excellence in working effectively as an individual and as part of a teamStrong verbal, written, and interpersonal communication skillsStrong analytical skills with high attention to detail and accuracyHigh level of initiative and accountabilityAbility to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environmentAbility to act with integrity, good character and exercise sound judgement

Posting End Date: 

25 Feb 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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